U.S. federal trademark · Serial No. 98837203 · Reg. No. 7887866
Business planning; Business succession planning
Financial advice and consultancy services; Financial planning; Financial services, namely, wealth management services; Insurance services, namely, underwriting, issuance and administration of disability, life, and long-term care insurance; Investment advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.